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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

791 hedge funds and large institutions have $33.2B invested in iShares Core S&P 500 ETF in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 350 increasing their positions, 267 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
791
Holders Change
-11
Holders Change %
-1.37%
% of All Funds
21.1%
Holding in Top 10
217
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.33%
% of All Funds
5.79%
New
58
Increased
350
Reduced
267
Closed
59
Calls
$36.4M
Puts
$9.29M
Net Calls
+$27.1M
Net Calls Change
+$3.59M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.54B
2
BlackRock
BlackRock
New York
$3.34B
3
AA
ALPS Advisors
Colorado
$191M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$324M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$372M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$449M
2
Bessemer Group
Bessemer Group
New Jersey
$262M
3
PPFA
Provida Pension Fund Administrator
Chile
$502M
4
SMM
Stadion Money Management
Georgia
$734M
5
GHF
Good Harbor Financial
Illinois
$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
176
Oppenheimer & Co
New York
$20.9M -$325K -1,565 -2%
TCM
177
Tuttle Capital Management
Connecticut
$20.9M +$10.6M +50,807 +103%
CPSAC
178
Chas P. Smith & Associates (CPS)
Florida
$20.7M +$432K +2,079 +2%
EA
179
Efficient Advisors
Ohio
$20.7M +$840K +4,040 +4%
PHAM
180
Palisades Hudson Asset Management
Florida
$20.5M -$1.81M -8,701 -8%
CCFCSB
181
Cape Cod Five Cents Savings Bank
Massachusetts
$20M +$1.92M +9,244 +11%
F
182
FutureAdvisor
California
$19.6M +$6.86M +33,137 +54%
B
183
Baird
Wisconsin
$19.5M -$77.7K -374 -0.4%
BUB
184
BBVA USA Bancshares
Texas
$19.1M -$457K -2,198 -2%
LSERS
185
Louisiana State Employees Retirement System
Louisiana
$18.9M +$3.66M +17,600 +24%
BAC
186
Boys Arnold & Co
North Carolina
$18.9M -$159K -763 -0.8%
CB
187
Commerce Bank
Missouri
$18.6M +$99.1K +477 +0.5%
FCBT
188
First Citizens Bank & Trust
North Carolina
$18.3M +$1.82M +8,744 +11%
IF
189
Ironwood Financial
Arizona
$18.1M +$401K +1,929 +2%
DWM
190
Destination Wealth Management
California
$17.3M +$600K +2,888 +4%
KA
191
Klingman & Associates
New York
$16.7M +$2.29M +11,001 +16%
MFS
192
Monetta Financial Services
Illinois
$16.6M – – –
EHPM
193
Emery Howard Portfolio Management
California
$16.5M +$578K +2,783 +4%
AI
194
Atria Investments
North Carolina
$16.3M -$1.73M -8,321 -10%
AIM
195
Acropolis Investment Management
Missouri
$16.1M -$133K -638 -0.8%
CA
196
Cetera Advisors
Colorado
$16M -$1.72M -8,260 -10%
GWA
197
Genesis Wealth Advisors
Massachusetts
$15.8M -$5.76M -27,818 -27%
PAG
198
Private Advisor Group
New Jersey
$15.7M +$4.46M +21,448 +40%
CIBC Private Wealth Group
199
CIBC Private Wealth Group
Georgia
$15.3M -$9.64M -46,406 -39%
SSB
200
Sandy Spring Bank
Maryland
$15.3M +$2M +9,636 +15%
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